Financial planning isn’t a one-off event. Life changes, markets move, and your goals may evolve over time. Our ongoing support service ensures that your financial plan stays up to date, remains aligned with your needs, and continues to work for you in the years ahead.
Ongoing support gives you regular access to our advice, with periodic reviews to assess your investments, pensions, or protection arrangements. We’ll monitor performance, check that your plan is still suitable, and make any updates needed to reflect changes in your life or the wider financial landscape.
As part of our ongoing support, you’ll typically receive:
Initial advice is important, but it’s only part of the journey. Without regular reviews, even the best-designed financial plan can drift off course. Markets fluctuate, tax rules change, and personal circumstances evolve. A new job, an inheritance, a change in health, or a shift in family responsibilities can all impact your financial position and priorities.
Our ongoing support helps ensure that your plan keeps pace with your life. It gives you the opportunity to revisit your goals, adapt your strategy, and stay confident that you're on track, whether you're saving for the future, drawing income in retirement, or passing on wealth.
It also offers peace of mind. You don’t have to keep on top of every financial development, we do that for you. And when something comes up, whether it’s a big decision or a quick question, you know exactly who to call.
We see financial planning as a long-term relationship, not a one-off transaction. Our commitment to ongoing support reflects that. We’re here to guide you through every stage of life, from building wealth, to enjoying it, to passing it on, with advice that evolves as your needs do.
Our service is flexible, and you can choose the level of ongoing support that’s right for you. And while we believe regular reviews are one of the most valuable aspects of what we offer, our ongoing service can be adjusted or cancelled at any time.
Oliver Financial Planning
98 Bay Tree Rd, Bath BA1 6NF, UK
Oliver Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial services reference number: 963900.
Our company number is: 13205258. Registered office address: 30 Circus Mews, Bath, BA1 2PW.
Investment Risk Warnings
All investments carry an element of risk, and the value of your investments can go down as well as up, so you could get back less than you invested.
A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of fund when accessed, interest rates and legislation.
A Protection plan will have no cash in value at any time, and will cease at the end of the term. If premiums are not maintained, then cover will lapse and you may not be covered if a claim is made
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